Tech deals, little US data, record prices. What’s next? | MarketTalk: What’s up today? | Swissquote
About this video
Tech megadeals, AI hype and market nerves — this week had it all! Nvidia and AMD’s blockbuster partnership lit up the sector, xAI reportedly raised $20 billion with Nvidia among its backers and SoftBank moved to expand its AI footprint with ABB and OpenAI. Dell admitted it underestimated AI demand, Jamie Dimon’s optimism fueled the rally, meanwhile the debate over whether this is a new “AI bubble” kept heating up. In earnings, PepsiCo and Delta kicked off earnings season on an upbeat note, and markets brace for more reports to test lofty valuations. With the Fed balancing inflation risks, a stronger dollar and a volatile bond market, investors face a tricky setup. Is the AI trade still unstoppable — or nearing exhaustion? What about gold?
Watch the full episode to find out more!
0:00 Intro
0:46 A week full of tech deals!
3:25 Some earnings
3:58 Little US data, but a lot of political news, globally
7:48 Oil and gold are softer on Gaza peace prospects
8:27 Before we go: S&500 vs Gold
Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020.
#Nvidia #AMD #AI #StockMarket #Investing #Earnings #TechStocks #FederalReserve #Gold #USdollar #Macro #FinanceNews #MarketUpdate #SoftBank #xAI
#Swissquote #MarketTalk
_____
Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video
--------
Follow our daily analysis on TradingView:
https://tradingview.com/broker/Swissquote/ideas/
_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video
_____
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH
